VYM
VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
VYM Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 17.69% | 27.46% | 3.77% | 11.39% | 6.22% | 11.68% | 7.59% | 12.54% |
| Sharpe Ratio | 1.75 | 2.30 | 0.32 | 0.78 | 0.53 | 0.68 | 0.65 | 0.68 |
| Max Drawdown | -6.69% | -6.69% | -20.35% | -15.84% | -20.55% | -35.21% | -20.55% | -35.21% |
| % Time Invested | 82.5% | 100.0% | 78.3% | 100.0% | 81.4% | 100.0% | 79.3% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.8 | 0.0 | 0.8 | 0.0 | 0.9 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-07-02 | Open | Open | 100% | $132.26 | $154.50 | 16.82% | Mark-to-Market |
| 2025-04-08 | 2025-07-02 | Interest | 100% | $1.00 | $1.01 | 0.99% | Interest Income |
| 2023-12-19 | 2025-04-08 | Completed | 100% | $104.11 | $116.89 | 12.28% | Stop |
| 2023-10-23 | 2023-12-19 | Interest | 100% | $1.00 | $1.01 | 0.69% | Interest Income |
| 2023-08-02 | 2023-10-23 | Completed | 100% | $101.20 | $94.09 | -7.03% | Signal |
| 2023-05-09 | 2023-08-02 | Interest | 100% | $1.00 | $1.01 | 0.86% | Interest Income |
| 2022-12-13 | 2023-05-09 | Completed | 100% | $102.24 | $95.40 | -6.69% | Signal |
| 2022-08-18 | 2022-12-13 | Interest | 100% | $1.00 | $1.01 | 1.17% | Interest Income |
| 2022-08-16 | 2022-08-18 | Completed | 100% | $98.09 | $98.55 | 0.47% | Signal |
| 2022-06-24 | 2022-08-16 | Interest | 100% | $1.00 | $1.00 | 0.41% | Interest Income |
| 2020-09-15 | 2022-06-24 | Completed | 100% | $70.46 | $91.05 | 29.21% | Signal |
| 2020-06-11 | 2020-09-15 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2020-06-09 | 2020-06-11 | Completed | 100% | $71.55 | $68.05 | -4.90% | Signal |
| 2020-03-02 | 2020-06-09 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2019-03-21 | 2020-03-02 | Completed | 100% | $68.72 | $68.76 | 0.06% | Stop |
| 2019-02-11 | 2019-03-21 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2019-02-07 | 2019-02-11 | Completed | 100% | $66.72 | $66.71 | -0.01% | Signal |
| 2018-12-19 | 2019-02-07 | Interest | 100% | $1.00 | $1.00 | 0.35% | Interest Income |
| 2016-03-31 | 2018-12-19 | Completed | 100% | $50.94 | $63.27 | 24.20% | Signal |
| 2016-01-22 | 2016-03-31 | Interest | 100% | $1.00 | $1.00 | 0.34% | Interest Income |
| 2015-12-10 | 2016-01-22 | Completed | 100% | $48.61 | $45.98 | -5.40% | Signal |
| 2015-08-21 | 2015-12-10 | Interest | 100% | $1.00 | $1.01 | 0.66% | Interest Income |
| 2011-12-14 | 2015-08-21 | Completed | 100% | $28.11 | $47.32 | 68.34% | Signal |
| 2011-09-06 | 2011-12-14 | Interest | 100% | $1.00 | $1.01 | 0.56% | Interest Income |
| 2011-09-01 | 2011-09-06 | Completed | 100% | $27.11 | $25.61 | -5.53% | Signal |
| 2011-08-10 | 2011-09-01 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-09-28 | 2011-08-10 | Completed | 100% | $24.32 | $25.48 | 4.77% | Stop |
| 2010-07-07 | 2010-09-28 | Interest | 100% | $1.00 | $1.01 | 0.64% | Interest Income |
| 2010-06-01 | 2010-07-07 | Completed | 100% | $22.54 | $21.77 | -3.40% | Signal |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2009-07-02 | 2010-05-07 | Completed | 100% | $18.81 | $23.49 | 24.84% | Stop |
| 2009-03-23 | 2009-07-02 | Interest | 100% | $1.00 | $1.01 | 0.91% | Interest Income |
| 2009-03-19 | 2009-03-23 | Completed | 100% | $16.66 | $16.38 | -1.69% | Stop |
| 2008-11-10 | 2009-03-19 | Interest | 100% | $1.00 | $1.01 | 0.94% | Interest Income |
Return Distribution Analysis
